Big Short's Steve Eisman is NOT buying the Anthropic IPO! His take on Prof G Markets: "There are no moats. You are committed to spend $800 billion where your entire franchise is just based on price." Anthropic filed Oct 26 for what could be the biggest IPO ever ($1.5T est). Filing shows $807B in compute commitments - $161B to Broadcom, $114.5B to Google, $110B to Amazon, up to $120.5B to SpaceX. Revenue: $16.3B in H1 2026, but Q3 growth slowed to 45% vs 144% in Q2.
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